This mutual fund scheme aims to deliver long-term capital growth by investing primarily in units of overseas equity mutual funds and/or ETFs focused on the Quality investment theme.
| Open Date | 05 Mar 2026 |
| Close Date | 18 Mar 2026 |
| Allotment Date | 25 Mar 2026 |
| Exit Load | Exit load of 1%, if redeemed within 1 Year. |
| Expense ratio | NA |
| Stamp duty | 0.005% (from July 1st, 2020) |
| Minimum Investment | 10,000 |
| Minimum SIP | 2000 |
| AMC | The Wealth Company Small Cap Fund Direct Growth is a — Mutual Fund Scheme launched by The Wealth Company Mutual Fund. This scheme was made available to investors on 18 Jul 2025. Aparna Shanker is the Current Fund Manager of The Wealth Company Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,374 Cr and the Latest NAV as of 05 Mar 2026 is ₹10.00. The The Wealth Company Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹2,000. Minimum Lumpsum Investment is ₹10,000. Exit load of 1%, if redeemed within 1 Year. |
| Benchmark | Nifty Smallcap 250 Total Return Index |
| Riskometer | Very High |
| SID | https://www.wealthcompanyamc.in/literature-forms/?tab=scheme-documents |
| Website | https://www.wealthcompanyamc.in/ |
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